Commodities & Energy Sector
Russian Mobilization Underscores Upside Oil Price Risks…
Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran. Despite…
Executive Summary At the margin, the European Union’s proposed €140 billion “windfall profits” tax on electricity providers not using natural gas to generate power will blunt the message markets are sending to consumers to conserve energy, by distributing…
Is Ukraine’s Breakthrough Positive For Financial Markets…
Oil Markets Face Extreme Two-Way Risks…
Dear client, We will not be publishing the US Equity Strategy next week, as I will be participating in BCA Investment Conference. We will return to our regular publishing schedule on September 19, 2022. Kind Regards, Irene Tunkel Executive…
Listen to a short summary of this report Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic…
Executive Summary US Military Constraint: Strait Of Hormuz
Will Iran Crisis Be Averted…
Dear Client, We will not be publishing the Commodity & Energy Strategy next week, as I will be participating in a panel discussion with Dr. Bassam Fattouh, Director of the Oxford Institute for Energy Studies (OIES), which will focus on global energy…
Platinum Prices Remain On A Downtrend…